The SOIC Podcast

Jubilant Ingrevia: An Undervalued Chemical Business?


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“If you can’t explain to a ten-year-old why you own a stock, you shouldn’t own it.” —Peter Lynch

We can often observe that most difficult subjects and concepts when broken down into parts can be easily understood. Similarly, when we are dealing with businesses that have too many moving parts and there is so much to track, it gets difficult for small investors to stay updated. Many lose track and end up paying a huge price for that. However, once we break it down to small parts it gets much easier to understand and track.  We are going to take up one such business—Jubilant Ingrevia Ltd. We are going to break down the episode into different parts like the Introduction, 3 Business Segments, Technical View, Valuations and Thesis-Antithesis. We'll also take a closer look at the historical margins of the business and where do we see them heading in the near future. We are going to be joined by Mr. Saurabh Kumar of Scientific Investing.

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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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